Meredith Matt Email & Phone Number

Boston, Massachusetts, Us

New York, New York, Us

Member of a group of investment banking professionals who evaluate, analyze and execute distressed-debt sales and financing.• Conducted comprehensive review of client portfolios, including meeting with client’s lawyers and advisors to assess strategies based on objectives and risk profile, identify opportunities, and prepare customized asset allocation suggestions.• Managed a $62M life insurance portfolio and traded undervalued policies in the tertiary market.• Served as a dedicated resource to high-profile clients based on trust and responsive service.• Coordinated and participated in portfolio trade due diligence and prepared investment risk reports.• Analyzed value and cost estimates for trading purchase or sale recommendations.• Serviced existing portfolios with monthly accounting and premium payment tracking.• Researched and analyzed financial news, trends, and daily information for high-net worth investors.• Screened correspondence and telephones; maintain confidential files and information under FINRA regulations.• Maintained client and employee databases for mailing and communication purposes.• Corresponded daily with high-net worth investors on portfolio financials and account status.• Actively collaborated and participated in the Vanto Group Project to help build the company’s vision and success.• Researched intranet functionality options in order to enhance internal communication resources.• Directed business relations and distribution of company literature to stimulate client interest and sales leads

Member of a boutique financial firm marketing and enhancing structured investment products to the global pension and family office / private wealth investor communities.• Collaborated with former director of PBGC in targeting underfunded pensions plans for structured longevity product.• Presented and crafted presentations on products marketed to increase longevity in pension plans.• Researched and analyzed cash flow models for multi-million dollar voluntary benefit mergers and acquisition deals.• Utilized strong math and analytical skills to evaluate deal structures and financial capabilities.• Designed website to promote company and increase exposure to public.

Selected by Professor of Finance to enroll in a student managed fund and security analysis. The investment objective of the fund was capital appreciation by investing in companies traded in the US markets.• Managed a six figure diversified portfolio while specializing in the financial sector.• Prepared multiple sector and stock reports to monitor daily values and volatility.• Assessed economic trends and communicated with other sector analysts for optimal return.

Boston, Ma, Us

Financial Analyst • Issued purchase orders to various suppliers on a daily basis.• Researched and resolved discrepant and problematic invoices through various purchasing systems and databases.• Formulated and ran monthly financial reports.

Schenectady, New York, Us

• Reconciled accounts on weekly and monthly basis• Reviewed and corrected erroneous bills through various databases.• Collected premiums for accounts that defaulted on their contracts.

B.S., Finance

Education record

Education record